Think the term "tax" only applies to work performed prior to and around the April 15th deadline? Think again.We maintain superior, personal relationships with our clients by providing year-round assistance and tax planning guidance. In addition, our team utilizes cutting edge technologies to expedite our tax preparation processes. Over the years, we've earned our reputation as a creative, trustworthy, reliable resource for all your business and individual tax needs.
Individual Tax
• Tax Return Preparation
• Accounting for Income Taxes
• Tax Audit Representation
• IRS Appeals
• Estate Tax Planning
• Retirement Planning
• Residential Real Estate Transactions
Business Tax
• Tax Return Preparation
• Accounting for Income Taxes
• Tax Audit Representation
• IRS Appeals
• Mergers and Acquisitions
• Spin-offs and Divestitures
• Commercial Real Estate Transactions
• Tax Due Diligence
• Employee Benefit Plan Filings
• 1099 Preparation
• Property Tax Preparation
• Fringe Benefit Calculations
Multi-state Tax
• Multi-state Income/Franchise Tax
• State Gross Receipt Tax
• Multi-state Sales/Use Tax
• City Gross Receipt Taxes
• State Credits and Incentives
• Employment Taxes
• International Tax Services
As a top CPA firm we have an array of strategic solutions that can be utilized. Our services include:
• Strategies to minimize income tax
• Family tax planning
• Trust & estate tax planning
• Gift tax planning
• Charitable gifting planning
• Strategies to minimize estate tax
• Retirement distribution planning
• Stock-based and deferred compensation planning
• Income, gift and fiduciary tax return compliance
• Business succession planning
• Tax planning related to investments and transactions, securities, real estate, stock options.
The FBAR is only required if you have a financial interest in one or more overseas financial accounts and the total value of all of the financial accounts combined was $10,000 or more during any point during the tax year.
We Offer
• Dependability: You can count on your CPA or IRS Enrolled Agent working directly with you through the FBAR reporting process (and beyond!).
• Expertise: We are experts in filing FBARs for our clients.
• Security: We understand the importance of keeping your financial account information safe and secure. We only share information with you (and receive information from you) via a secure private folder, which uses the same security encryption as most banks use.
• Easy to work with: We make it easy for you to get your FBAR filings done. You will work with the same accountant to file your FBAR as your tax return.
Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits take significant time away from your business and family, requiring you to gather mounds of records substantiating items reported on your tax return.
Many taxpayers decide to handle a tax audit themselves, only to learn that it is better to have someone with a comprehensive understanding of the tax law to interface with the IRS.
You see, IRS Auditors are trained to extract more information from you than you have a legal obligation to provide.
Therefore, rarely do our clients even have to talk with the IRS. We handle it all for you so that you need not take time off of your business or job to handle the bureaucracy and paperwork of the IRS. No lost wages or business. You simply forward notification of an audit to us and we handle it from A to Z.
Are you having problems with the IRS?
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet. The IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day.
If you owe the IRS, you have a very serious problem. It may take the IRS several years to catch up to you, but they're relentless and have no mercy in collecting all the money that is owed. When the collection process starts, they'll make your life miserable and literally ruin all aspects of your life.
Please take a look through our complete IRS problem resolution services by clicking on the links below.
• IRS Audit Representation
• Non-Filed Tax Returns
• Back Taxes Owed
• Payroll Tax Problems
• IRS Liens
• IRS Levies
• IRS Wage Garnishment
• IRS Seizures
• IRS Payment Plan
• Offer In Compromise
• Bankruptcy
• Innocent Spouse Relief